Description
Help everyday Kiwis achieve financial success I No 9-5 office work I Become a specialist in Investments
Are you a financial adviser or thinking about becoming one? Do you have an interest in financial wellbeing, KiwiSaver and Investments?
We have a rare opportunity with an award winning KiwiSaver provider to become their local representative.
As a nominated representative, you will…
- Meet with customers who are interested in understanding how to get the best out of their Kiwisaver
- Provide limited scope advice on the features and benefits of KiwiSaver and explain the different fund options available to them
- Help customers grow their knowledge and savings and achieve the lifestyle they want in retirement
- Obtain referrals from your customers of others interested in understanding more about their KiwiSaver
- Build networks across various avenues and events for future meetings
- Add value by being accessible throughout changes in your customer’s life circumstances
- Self-driven with an entrepreneurial mindset – You like the thought of being out of the office, structuring and managing your own day. You have excellent communication skills and enjoy meeting new people, building authentic relationships, networking and getting yourself out there in your community.
- Process focused – You know the importance of following processes; you commit to retaining high standards and doing the right thing by your customer.
- Growth mindset – You’re positive & optimistic by nature, you welcome feedback, change and view most experiences in life as learning opportunities.
In terms of experience, any of the following could be beneficial but not limited to…
- Success in a customer focused role – Client Services, Account Management, Sales, BDM, Broker, Adviser, Recruiter
- Exposure to Financial Services - Banking, KiwiSaver, Mortgages, Insurance, Real estate, Banking or Investments.
So, what are the essentials
- A clean credit and police check
- An interest in completing your Level 5 Financial Services Certification – paid for by company
- Your own vehicle and smart phone to enable you to complete the role
- The ability to build strong connections and rapport within your community – no doubt you have a strong community/ personal network already!
What you’ll get in return…
- Amazing Support: You will receive full support of a sales team booking your appointments, following up your referrals as well as an admin team who manage all of the administration, onboarding and compliance.
- Company Culture/ Values: Progressive, growing business with aspirational growth plans, open to change, ideas, new initiatives and investment into technology.
- Stability: You will work for a top performer in their industry and be part of a regional team of advisers.
- Learning and Development: Brilliant training and ongoing coaching that will set you up for success as a Financial Adviser! Plus, they will also pay for your level 5 financial services certificate if you haven’t completed it already.
- Remuneration: A competitive salary and bonus structure.
- Support: Supportive and experienced leaders in the business
Next steps
If interested or curious, please apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn on kathryn@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be.
A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
#SCR-kathryn-clarke
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.